Anic Equity¶
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Total return since start: 0.615 %¶
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Equity now: -----------------------------> 49324.99 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45263.09 Kr¶
PnL: ---------------------------------------> 207.09 Kr¶
DD now: ---------------------------------> -7.145 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 12:53:34.187621'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.020000 | 1667.340000 | 198.340000 | 13.500000 | 1468.999998 |
| Orrön Energy | 180 | -1.590000 | 2167.200000 | 124.200000 | 6.080000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 0.100000 | 996.000000 | 61.000000 | 6.520000 | 935.000000 |
| Sagax B | 4 | -0.470000 | 893.000000 | 39.000000 | 4.570000 | 854.000000 |
| Hoist Finance | 35 | 0.170000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Sedana Medical | 93 | -3.840000 | 2559.360000 | 38.360000 | 1.520000 | 2521.000011 |
| Sagax A | 4 | -0.450000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Platzer Fastigheter Holding B | 12 | -2.120000 | 998.400000 | 37.400000 | 3.890000 | 960.999996 |
| Hexatronic Group | 12 | 0.260000 | 1004.400000 | 37.400000 | 3.870000 | 966.999996 |
| Catena | 2 | -1.140000 | 829.200000 | 37.200000 | 4.700000 | 792.000000 |
| JM | 6 | -0.800000 | 895.200000 | 31.200000 | 3.610000 | 864.000000 |
| OX2 | 13 | 2.180000 | 975.650000 | 25.650000 | 2.700000 | 949.999999 |
| Bilia A | 8 | 0.350000 | 919.200000 | 19.200000 | 2.130000 | 900.000000 |
| Biotage | 7 | -0.150000 | 956.200000 | 15.200000 | 1.620000 | 940.999997 |
| VEF | 909 | -2.480000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| HEXPOL B | 9 | 0.350000 | 1031.400000 | 10.400000 | 1.020000 | 1020.999996 |
| Gränges | 9 | -0.960000 | 933.300000 | 5.300000 | 0.570000 | 927.999999 |
| BioGaia B | 8 | -1.770000 | 933.600000 | 3.600000 | 0.390000 | 930.000000 |
| Byggmax Group | 33 | -1.690000 | 957.000000 | 1.000000 | 0.100000 | 956.000001 |
| AcadeMedia | 8 | -1.180000 | 401.600000 | -0.400000 | -0.100000 | 402.000000 |
| Clas Ohlson B | 12 | -1.220000 | 972.000000 | -1.000000 | -0.100000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.770000 | 773.700000 | -5.300000 | -0.680000 | 779.000001 |
| EQT | 4 | -1.340000 | 825.200000 | -6.800000 | -0.820000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Alimak Group | 11 | -1.320000 | 906.400000 | -21.600000 | -2.330000 | 927.999996 |
| Addnode Group B | 11 | -0.670000 | 895.950000 | -25.050000 | -2.720000 | 921.000003 |
| SKF B | 5 | -0.520000 | 913.500000 | -26.500000 | -2.820000 | 940.000000 |
| Indutrade | 5 | -0.420000 | 1185.000000 | -33.000000 | -2.710000 | 1218.000000 |
| INVISIO | 16 | 0.880000 | 3648.000000 | -41.000000 | -1.110000 | 3689.000000 |
| Latour B | 4 | -0.780000 | 809.600000 | -47.400000 | -5.530000 | 857.000000 |
| Vitec Software Group B | 2 | -2.830000 | 1029.000000 | -58.000000 | -5.340000 | 1087.000000 |
| Bufab | 3 | -0.630000 | 1044.000000 | -65.000000 | -5.860000 | 1109.000001 |
| Hexagon B | 26 | -1.820000 | 3370.900000 | -90.100000 | -2.600000 | 3461.000010 |
| BHG Group | 97 | -1.830000 | 1356.060000 | -102.940000 | -7.060000 | 1458.999989 |
| TOTAL | 45263.090000 | 207.090000 | -7.14483% | 45056.000411 |
Updated:¶
'2023-07-05 12:53:51.068413'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
